# Lucas Wennersten

> Lucas Wennersten is a fee-only financial advisor at 49th Parallel Wealth Management in Vancouver, British Columbia, Canada, who holds the CFA, CFP (Canada) and CFP (U.S.) credentials. Lucas charges a percentage of assets, hourly fees and a one-time planning fee (no asset minimum) and focuses on cross-border (US / Canada), retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/lucas-wennersten-0180/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** 49th Parallel Wealth Management
- **Based in:** Vancouver, British Columbia, Canada
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFA, CFP (Canada), CFP (U.S.)
- **Specialties:** Cross-border (US / Canada), Retirement planning, Tax planning, Equity compensation, Founders (pre-exit)
- **Works with:** Cross-border families, Canadians in the US, Retirees, Pre-retirees, Founders, Multi-generational families
- **Website:** https://49thparallelwealthmanagement.com

## Frequently asked questions

### Is Lucas Wennersten a fee-only financial advisor?

Yes. Lucas Wennersten is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

### How does Lucas charge for financial advice?

Lucas charges a percentage of assets, hourly fees and a one-time planning fee.

### How much does Lucas charge?

According to 49th Parallel Wealth Management's website, checked October 28, 2026: no asset minimum.

### Where is Lucas Wennersten based?

Lucas Wennersten is based in Vancouver, British Columbia, Canada.

### What does Lucas specialize in?

Lucas's specialties include cross-border (US / Canada), retirement planning, tax planning, equity compensation and founders (pre-exit). Lucas works with cross-border families, Canadians in the US, retirees, pre-retirees and founders.

### What credentials does Lucas Wennersten hold?

Lucas Wennersten holds the CFA, CFP (Canada) and CFP (U.S.) credentials.

### How do I contact Lucas Wennersten?

Through Lucas's website, 49thparallelwealthmanagement.com.

## Sources

- Canadian fee-only planners directory: a directory limited to fee-only planners
- The firm's website (https://49thparallelwealthmanagement.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.